Closing Bell Closing Bell: Rally Intact or Breaking Down? 2/17/26
7 snips
Feb 17, 2026 Kate Rooney, CNBC reporter who covers tech and markets, breaks down the Anthropic-Pentagon tensions and what it signals for the AI arms race. Dan Greenhaus, chief strategist at Solus, discusses market breadth and whether the rally is sustainable. They dig into tech weakness, cyber security selling ahead of Palo Alto results, and large AI-driven capex concerns.
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Diversify Beyond Tech Strengths
- Balance portfolios across sectors because market breadth outside tech remains strong.
- Dan Greenhaus recommends diversification since energy, materials, and mid-caps are performing well.
Amazon's CapEx Plan Sparks Nine-Day Slide
- Kate Rooney recounts Amazon's nine-day losing streak and the market's reaction to its $200 billion CapEx plan.
- She notes investors distrust big AI-driven spending despite past spending cycles paying off.
Apple Waits To Deliver AI-Driven Features
- Apple is positioning lower-priced hardware and delayed AI Siri rollout ahead of a March event.
- Steve Kovac highlights markets await Apple's AI-enabled products but the Siri feature hasn't appeared in the beta yet.